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Average Ratings 34 Ratings
Description
DocOrigin serves as a robust platform for the creation of professional, dynamic, and high-fidelity business documents. Whether your needs involve generating a multitude of invoices, statements, or even a singular customer correspondence, DocOrigin efficiently meets these demands with speed, simplicity, and cost-effectiveness. The solution allows you to utilize data from legacy systems, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and various line-of-business applications to deliver documents filled with accurate information to customers, suppliers, and employees in preferred formats and to the desired devices. Additionally, it seamlessly integrates with existing legacy applications and workflows, making implementation smooth. With dynamic HTML capabilities, it supports both visual presentation and data collection, ensuring versatility in document design. Moreover, you can optimize unused areas in transactional documents to include custom content, enhancing their effectiveness. Whether you need to generate a single document on demand or execute continuous batch processing, DocOrigin adapts to your requirements. The intuitive template creation feature with DocOrigin Design further simplifies the document generation process, making it accessible for users at all skill levels. This comprehensive approach ensures that every aspect of document creation is covered efficiently and effectively.
Description
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
API Access
Has API
No
API Access
Has API
No
Integrations
CentOS
Yes
Clipboard for Microsoft Outlook
No
HTML
Yes
IBM AIX
Yes
IBM i
Yes
Microsoft 365
No
Microsoft 365 Copilot
No
Microsoft 365 Copilot for Sales
No
Microsoft Copilot
No
Microsoft Excel
No
Integrations
CentOS
No
Clipboard for Microsoft Outlook
Yes
HTML
No
IBM AIX
No
IBM i
No
Microsoft 365
Yes
Microsoft 365 Copilot
Yes
Microsoft 365 Copilot for Sales
Yes
Microsoft Copilot
Yes
Microsoft Excel
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Annual subscription priced by module by user.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
Yes
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Eclipse Corporation
Country
United States
Website
eclipsecorp.us/why-docorigin/
Vendor Details
Company Name
Expedience Software
Founded
2012
Country
United States
Website
www.expediencesoftware.com
Product Features
Customer Communications Management
Batch Communications
No
Chat / Messaging
No
Content Management
No
Email Distribution
No
Interactive Content
No
Multi-Channel Communications
No
On-Demand Communications
No
Personalization
No
Print Management
No
Template Management
No
Video Content
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
AI RFP
Experience seamless automated RFP replies right in Microsoft Word. Your responses will be professional, well-structured, and precise! Maximize the potential of Microsoft Copilot AI using Expedience!
Document Generation
Expedience streamlines the creation of Microsoft Word documents by automating branding and formatting, utilizing a curated library of approved content.
Batch Processing
Yes
Collaboration
Yes
Digital Signature
No
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Forms Automation
Streamline your proposal creation process with integrated automation in Microsoft Word. Unlock the full potential of Microsoft Copilot to enhance your proposal writing experience!
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
No
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Proposal Management
Streamline your proposal creation and process management right inside Microsoft Word. Maximize the benefits of Microsoft Copilot for your proposal needs!
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
Yes
Pipeline Management
No
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
RFI
Receive automated RFI replies directly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!
RFP
Seamlessly create automated RFP replies directly in Microsoft Word. Ensure your documents are branded, well-formatted, and precise! Maximize the capabilities of Microsoft Copilot AI with Expedience!
Bid Management
Yes
Collaboration
Yes
Content Management
Yes
Data Import / Export
Yes
Due Date Tracking
Yes
Knowledge Library
Yes
Progress Tracking
Yes
RFP Creation
No
RFP Responding
Yes
Requirements Management
Yes
Task Management
Yes
Templates
Yes
Vendor Management
No
